Unique Wealth Strategies

Arti Srivastava is a financial advisor at Unique Wealth Strategies with four years of industry experience. She holds the Series 66 designation and previously worked at J.P. Morgan Securities LLC and JP Morgan Chase Bank N.A. from 2019 to 2023. Unique Wealth Strategies serves individuals, high-net-worth clients, small businesses, trusts, estates, charities, and retirement plans, managing approximately $312.5 million in assets. The firm offers discretionary asset management, ERISA plan services, financial planning, and access to alternative investments through unaffiliated asset managers.

Ranjit Bahadur is a financial advisor with Unique Wealth Strategies, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at MetLife Securities Inc., Metropolitan Life Insurance Company, LPL Financial, and Private Advisor Group. Outside of his advisory work, he is involved with Creative Legacy Planning, focusing on non-variable insurance. Unique Wealth Strategies serves a diverse client base including individuals, high-net-worth clients, small businesses, trusts, estates, charities, and retirement plans, managing approximately $312.5 million in assets. The firm primarily manages client assets on a discretionary basis and employs a variety of analytic approaches, offering services such as discretionary asset management, ERISA plan fiduciary services, financial planning, and access to alternative investments.

Priyadarshan Pradhan is a financial advisor at Unique Wealth Strategies with a Series 66 designation and three years of industry experience. His prior roles include positions at Kingswood Capital Partners and Private Advisor Group, LLC. Unique Wealth Strategies serves individuals, high-net-worth clients, small businesses, trusts, estates, charities, and retirement plans, managing approximately $312.5 million in assets as of December 2023. The firm offers discretionary asset management, ERISA plan services, financial planning, and access to alternative investments through unaffiliated managers, employing multiple analytic approaches to guide investment decisions.

Jason Andryzak is a financial advisor at Unique Wealth Strategies with 18 years of industry experience. He holds the Series 66 designation and previously worked at Private Advisor Group, LPL Financial, and MetLife Securities. Unique Wealth Strategies serves individuals, high-net-worth clients, small businesses, trusts, estates, charities, and retirement plans, managing approximately $312.5 million in assets as of the end of 2023. The firm offers discretionary asset management, ERISA plan services, financial planning, and access to alternative investments through unaffiliated managers.